PRLog - April 20, 2011 - BELLINGHAM, Wash. -- For the fifth consecutive year, local wealth management & tax expertise firm, Multop Financial, has been acknowledged as a 2011 FIVE STAR Wealth Manager and was featured in a two page profile in the April issue of Seattle Magazine. To add to the recognition, Multop Financial was also selected and certified by another top consumer research firm as one of the Leading Providers for 2011 - Wealth Managers of the Western United States - and published in the March 28th issue of Forbes Magazine.
The Multop Financial Team
“Being selected by these leading consumer research firms and published in Forbes & Seattle Magazine was a great honor for our firm and a testament to the dedication of our team,” states Phillip Multop, owner and founder of Multop Financial. “After serving the Whatcom County area for over 30 years, it’s rewarding to see our reputation extend throughout the Pacific Northwest. The past five years have been a turbulent time for our economy but we believe the sound principles of our investment philosophies have made these recognitions possible.”
Multop Financial was founded in 1976 by Phillip Multop, CFP, CPA. For the past two decades the firm has been building its wealth management department while continuing to provide tax expertise in the region. The CPAs on staff have Master’s Degrees in Taxation and all members of the wealth management advisory department have finance and/or economic degrees and hold full securities licenses. Phil Multop, a CPA, Enrolled Agent and Certified Financial Planner, sees a bright future for the clients and staff at Multop Financial. For more information visit the firm’s website at www.multop.com or call (360) 671-7891.
In order to receive these prestigious industry awards, firms completed a rigorous certification process where they were evaluated by consumers based upon nine criteria; customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. They were also required to meet all of the research firm’s industry criteria, have no consumer complaints, lawsuits or disciplinary actions and provide client references. Upon finalization of certification, wealth managers were reviewed by a panel of industry experts comprised of individuals from within the financial services industry.
Securities offered through Pacific West Securities, Inc., Member FINRA, SIPC. Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor.
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About Multop Financial: Multop Financial, located in Bellingham, WA since 1976, is your destination for expert Tax and Financial Planning. We provide a team of Certified Public Accountants, Certified Financial Planners, and Tax Specialists to manage your investments over your lifetime. We differentiate from others by offering financial planning, accounting, and tax services together under one roof. Whether you are a business owner looking for an effective 401(k) plan, a retiree with an active lifestyle to maintain, a high-earning employee who needs to invest for retirement or a professional athlete with aspirations to build a charitable foundation, Multop Financial is dedicated to your success.